FRANKLIN STREET ADVISORS INC /NC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$1.8B

Holdings

173

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (173 positions)

StockValue
NVDANVIDIA CORP
$132.5M
AAPLAPPLE INC COM
$117.7M
MSFTMICROSOFT CORP
$107.8M
ALPHABET INC CAP STK CL C
$100.9M
AMZNAMAZON.COM INC
$78.8M
AVGOBROADCOM INC
$63.4M
TMOTHERMO FISHER CORP COM
$59.7M
METAMETA PLATFORMS INC. CL A
$58.4M
GSGOLDMAN SACHS GROUP INC
$49.2M
JPMORGAN CHASE & CO
$47.2M
CGCARLYLE GROUP LP
$42.8M
ABBVABBVIE INC COM
$41.8M
RTXRTX CORPORATION
$37.6M
BLKBLACKROCK INC COM
$36.6M
ORCLORACLE CORP COM
$34.5M
TJXTJX COMPANIES
$34.3M
DASHDOORDASH INC CL A
$33.0M
AXPAMERICAN EXPRESS CO COM
$31.6M
CMECME GROUP INC COM
$31.1M
PEPPEPSICO INCORPORATED
$27.6M
IDEXX LABORATORIES
$27.2M
PANWPALO ALTO NETWORKS INC
$26.5M
ETNEATON CORP
$25.8M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$25.2M
AFLAFLAC INC COM
$25.0M
MLMMARTIN MARIETTA MATERIALS INC
$23.7M
LINLINDE PLC NEW
$21.4M
CITCINTASCORP
$20.6M
DISDISNEY WALT CO
$19.6M
WMTWALMART INC.
$19.2M
XOMEXXON MOBIL CORP COM
$19.0M
COSTCOSTCO WHOLESALE
$17.9M
CMICUMMINS INC
$16.6M
IQVIQVIA HLDGS INC
$15.7M
LOWLOWE'S COS
$15.7M
MRKMERCK & CO INC NEW
$15.0M
IBMINTL BUSINESS MACHINES
$14.1M
CSCOCISCO SYS INC COM
$14.0M
ARMARM HOLDINGS PLC
$13.7M
SPOTSPOTIFY TECHNOLOGY S.A.
$13.4M
QCOMQUALCOMM INC COM
$11.9M
ENBENBRIDGE INC
$11.6M
SHOPSHOPIFY INC
$10.9M
UPSUNITED PARCEL SERVICE - CL B
$9.3M
ALPHABET INC CAP STK CL A
$9.0M
MCDMC DONALDS CORP
$8.8M
FQIDIGITAL REALTY TRUST
$8.4M
PGPROCTER & GAMBLE
$7.8M
EVRGEVERGY INC
$6.7M
ADBEADOBE SYS INC
$4.5M
DWDMORGAN ST DEAN WITTER, DISC &
$4.4M
JNJJOHNSON & JOHNSON
$4.0M
MDTMEDTRONIC, PLC
$3.8M
CBOECBOE GLOBAL MARKETS INC
$3.7M
CATCATERPILLAR INC
$3.6M
IDEX CORPORATION
$3.6M
TXNTEXAS INSTRUMENTS
$3.5M
WFCWELLS FARGO & CO NEW
$3.5M
DUKDUKE ENERGY CORPORATION NEW
$3.0M
CVXCHEVRON CORPORATION
$2.8M
RYROYAL BANK OF CANADA
$2.7M
EMREMERSON ELECTRIC
$2.7M
AQLTISHARES TR DOW JONES SEL DIVID
$2.4M
KKRKKR & CO INC
$2.2M
GDGENERAL DYNAMICS CRP
$2.0M
XLFISELECT SECTOR SPDR AMEX UTILIT
$1.9M
AXSMAXSOME THERAPEUTICS INC COM
$1.8M
ZTSZOETIS INC
$1.8M
NSCNORFOLK SOUTHERN CORP
$1.4M
HONHONEYWELL INTERNATIONAL INC CO
$1.4M
EVSBEATON VANCE TAX MANAGED BUY WR
$1.4M
ABTABBOTT LABORATORIES
$1.3M
SCHWSCHWAB (CHARLES) CORP
$1.3M
PFEPFIZER INC
$1.2M
LLYLILLY ELI & CO
$1.1M
MOALTRIA GROUP INC
$1.1M
HDHOME DEPOT INC COM
$1.1M
AMGNAMGEN INC COM
$1.1M
4I1PHILIP MORRIS INTL INC
$1.1M
DHRDANAHER CORP COM
$1.0M
WASTE MANAGEMENT INC DEL
$1.0M
VZVERIZON COMMUNICATIONS
$996K
SUPNSUPERNUS PHARMACEUTICALS INC
$994K
PTGXPROTAGONIST THERAPEUTICS INC
$986K
NEENEXTERA ENERGY INC
$985K
VANGUARD WORLD FUNDS INDLS ETF
$942K
GILDGILEAD SCIENCES INC COM
$914K
SYKSTRYKER CORP
$853K
TFCTRUIST FINANCIAL CORP
$792K
AMATAPPLIED MATERIALS INC
$777K
SOSOUTHERN CO
$741K
KOCOCA COLA COMPANY
$737K
TRVTRAVELERS COS INC (NEW)
$719K
TAT&T INC.
$699K
SBRSABINE ROYALTY TRUST UBI
$691K
BXBLACKSTONE, INC.
$654K
LRCXLAM RESEARCH CORP
$638K
ECLECOLAB INC COM
$636K
EWTISHARE MSCI TAIWAN CAPPED ETF
$635K
HUNHUNTSMAN CORP
$625K
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